Working with patient, visit, form, and item statuses

1

Arrows

Appear on the visit and form levels. Use to expand a visit and view a list of the forms within the visit and the items within the forms.

2

Status icons

Appear at the patient, visit, form, and item levels and include system and manual status icons. When a status icon appears at the top of a form, it applies to the whole visit, not just the form displayed.

3

Status Legend

To view the status icons and their meanings for forms and queries, click the down arrow in the upper right corner, and then click Status Legend.

4

Status and Review icons

Use after selecting a patient, visit, form, or item to change the status or track review. The active icons are determined by the rights assigned to your role.